Custom Financial Modeling For Startups And Small Businesses

Your Unique Financial Blueprint

It is our conviction that every business should have easy access to trusted financial guidance to grow their business.

Enhance your business strategy with our custom financial modeling services tailored specifically for startups and small businesses. Our personalized approach to financial modeling for startups and small businesses ensures that your financial model is meticulously crafted to align with your unique business model or niche. Our custom financial modeling services are designed to empower entrepreneurs with strategic insights and data-driven decisions to drive growth and success. You’ll receive a fully customized and professionally populated small business financial model including income statement, balance sheet, and cash flow statement. We offer expert guidance to expand your financial framework including Venture Capital Models, Industry-Specific Customizations, Custom Forecast Timelines, and more!

For Startups:

Wisefi’s experienced team of custom financial consultants understands the unique challenges that startups face. By utilizing a personalized approach, we develop a startup financial model that aligns with your business goals and vision. Whether you are seeking to secure funding, optimize operations, or plan for expansion, our expertise in financial modeling for startups ensures you have a solid foundation for success.

Custom Financial Modeling

Simple and Easy-To-Understand Model, we’re here to help with the hard stuff!

Custom 3-statement financial model

Income Statement, Balance Sheet, and Cash Flow Statement customized to your business.

Industry Specific Customization

We’ll customize your financial model to your industry (Ecommerce, SaaS, service-based, etc.)

Venture Capital Ready Model

Includes investor returns, executive summary, business valuation, etc.

Custom Forecast Timelines

Flexibility in duration of forecast timelines based on business need and circumstance.

Includes Custom Analytics

Summary dashboard, key charts, and metrics.

Includes Detailed Instructions

a preview of statements, use cases, and results from previous customers.

Our Process

We have a simple 3-step process. You give us all the right information and we take it from there.

Discovery Session

The first step in our Custom Financial Modeling process is to book a discovery call with us. During this collaborative call, you’ll share your business vision and financial data with us. Through open conversation, we’ll understand your unique financial modeling needs. 

Tailored Financial Modeling

Our experts will craft a custom financial model designed exclusively for your business. From projections to scenario analysis, we ensure your model aligns perfectly with your financial goals and business objectives. We’ll make sure you understand the process and data every step of the way.

Delivery & Support

The exciting part – bring your financial model to life! We guide you through the implementation process, ensuring seamless integration into your business and decision-making process. Get ongoing support as you navigate the insights generated by your personalized financial model. 

Trusted by small business owners

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Second time using David for some tasks that I just did not have any time to complete myself - HIGHLY recommend and I will be using him again in the future.

- Kurtis Cummings, Owner of Switchyard Brewing

Custom Financial Modeling Client

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David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.

- Vadim Leybel, Owner of Cast Capital Funding

Custom Financial Modeling Client

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"David provided immediate value to this project. He learned the industry rapidly and collaborated with the team effectively. He is incredibly knowledgeable in excel and was very responsive to requests and iterations on the model. We have leveraged his talent on other projects and will continue to utilize his services. I would highly recommend working with David."

- Tim Tichenor, CFO of Mainstream Fiber Networks

Custom Financial Modeling Client

Financial Model Consulting

Why Choose Wisefi

We believe your business should have clear and customized financial plans. Our Custom Financial Modeling service is not just about numbers; it’s about creating a plan that fits your business perfectly. We know that accuracy and intentionality matter in finances. When you choose Wisefi, you get access to a financial modeling consultant with years of expertise in custom financial modeling. We dig deep into your business details, creating solutions that bring clear understanding to your financial goals.

Our clients are at the heart of everything we do, so we make recommendations with your best interest in mind. We are your choice for a simple, tailored approach to financial success. Be Wise, Choose Wisefi!

Contact us

What are you waiting for? We’re ready to make your finances easy! Fill out the basics and let’s work together to bring your business dreams to life!


The Wisefi Difference – All Wisefi Financial Experts are experienced mentors who understand the importance of empathy in our industry. Your best interest is ALWAYS top of mind to us.